Medallion Wealth Advisors’s Affirm AFRM Stock Holding History

Medallion Wealth Advisors’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163	Buy	+2	New	+$131	﹤0.01%	1094

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Medallion Wealth Advisors's AFRM Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Affirm (AFRM) in Q2 2026: 2 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Medallion Wealth Advisors held 2 shares of Affirm worth $163 as of Q2 2026.
Affirm was a new Medallion Wealth Advisors position in Q2 2026.
Affirm made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1094 holding.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.